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bunnymoney

bunnymoney
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  • Linn Energy: A Closer Look At LinnCo's 'Dividend' [View article]
    As I read the article "LNCO" itself will have to pay LTCG on the shares of LINE that it holds. This means to me the "dividend" from LNCO will be less than the distribution from LINE after 2018.

    I could be wrong, but that's what I think AA is trying to say..?

    Too bad Line didn't follow the EEQ & KMR model.
    Apr 23 11:27 AM | Likes Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    My accountant does my taxes. We talked yesterday about my MLPs whose capital accounts have gone negative. Fine print in turbotax says it does not automatically deal with this situation. You must deal with these capital gains separately.
    Mar 29 11:07 AM | Likes Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    I'd like to see that also.
    Mar 29 10:46 AM | 1 Like Like |Link to Comment
  • Young Incomers Portfolio: Q1 2014 Update [View article]
    If you are planning to "retire" at 40 how do you plan to access your money in your 401K and Roth IRA? Have you given any thought to that?

    Do you expect your taxable account will be able to support you from 40-59 1/2?

    I would like to hear your thoughts on this.
    Mar 27 09:59 AM | 1 Like Like |Link to Comment
  • Kinder Morgan Insider Trading: Richard Kinder Drops $70 Million [View article]
    How many more shares do the insiders need to buy before they can take KMI private again?
    Mar 5 11:34 AM | 1 Like Like |Link to Comment
  • Opportunity Knocks At Kinder Morgan [View article]
    Brucejfern,

    Have you ever traded/sold any of your MLPs in your IRA? If so, what did your next K-1 look like?
    Mar 2 02:22 PM | 1 Like Like |Link to Comment
  • Opportunity Knocks At Kinder Morgan [View article]
    Sorry to remind you: Natural Gas IS a fossil fuel.
    Mar 2 02:01 PM | 4 Likes Like |Link to Comment
  • Weekly Intelligence For Master Limited Partnership Investors [View article]
    Unless you are being sarcastic, it's hard to understand your "highlighting" of the MMLP four insider buys this week. According to your chart, they coughed up a total of $18,830 for 429 shares.

    I wouldn't call that "leading" anyone on your chart.

    If you can, please find out the circumstances that prompted "BOOTH CHRIS H" to buy precisely 2 shares of MMLP.

    Thanks for the numbers.
    Feb 22 12:42 PM | 1 Like Like |Link to Comment
  • Clearing Up Some Misconceptions About Linn Energy, Vanguard Natural Resources And Other Upstream MLPs [View article]
    Thanks Mr. Gue,

    One small math check under VNR.
    970 potential drill sites divided by 24 wells per year = 40+ years of drilling
    Feb 4 01:29 PM | Likes Like |Link to Comment
  • Ahead Of Williams Partners' Q4 2013 Results [View article]
    How do you determine "coverage ratio"?

    I thought it was "DCF per unit" divided by "Distribution per unit".
    Jan 29 11:33 AM | 1 Like Like |Link to Comment
  • Are You Really Ready To Retire? [View article]
    Thanks RS,
    Could you elaborate on what you consider a "low risk mutual fund"?

    I have about 3 years cash on hand in money markets that is doing absolutely nothing. That money is actually going backwards due to inflation.

    How do you quickly extract yourself from a "low risk mutual fund" when that risk appears to be increasing?

    Could "TIPS" be a place to hold cash?
    Jan 26 01:39 PM | Likes Like |Link to Comment
  • My Mad Method: 2013 EOY Review [View article]
    When you open your taxable account I suggest you open two separate accounts, just like you have two separate IRAs. One in your name and one in your spouse/wife/partner's name, setup as "transfer on death" accounts.

    After a number of years of MLP distributions re-balancing positions in taxable accounts is out of the question without huge tax implications. However, if (or when) you croak your transferee gets a full step up to current market value with no back taxes to be paid on previous distributions. Your transferee can now sell everything and rebalance as they feel necessary, or just go on a big cruise.

    NB: I'm not qualified to give tax advice to anyone.
    Jan 25 12:51 AM | Likes Like |Link to Comment
  • My Mad Method: 2013 EOY Review [View article]
    Looks like you have a right to be pleased with your 2013 performance.

    I've been following you for a while and was around when the "MLPs in an IRA" hairball was being choked on. I have not read any "true life" experiences with the tax complications associated with this situation. I trust your integrity and openness to tell us of your experience with your 2013 tax filing both personal and in your IRAs. I'm really interested in the "recapture" aspects on the sale of your MLPs in your IRAs.

    I do not hold any MLPs in my IRAs, so I don't know if you get the K-1 or your broker. All I know for sure is the K-1s won't show up till late Feb through Mar and some even later.

    Thanks for sharing.
    Jan 24 01:12 PM | 1 Like Like |Link to Comment
  • A Closer Look At Kinder Morgan Energy Partners' Distributable Cash Flow As Of Q3 2013 [View article]
    I read your recent article that you pointed out. I wish I were stronger evaluating the numbers. How do you determine how big a part of KMI's dividend depends on KMR/KMP sustainable DCF or for that matter the sustainable DCF of EPB?

    My guess is it's more than 4 or 5% and more like 40 or 50% and thereby having a pretty large influence on KMI's dividend.

    Please set me straight on the math. Thanks
    Nov 17 01:32 PM | Likes Like |Link to Comment
  • A Closer Look At Kinder Morgan Energy Partners' Distributable Cash Flow As Of Q3 2013 [View article]
    I'm a little confused. You caution about the sustainable DCF of KMP but then in the last sentence you sort of recommend KMI that relies on this exact same sustainable DCF to grow it's own distribution.

    Am I missing something?
    Nov 16 12:30 PM | 2 Likes Like |Link to Comment
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